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IAM ADVISORY LLC
IAM ADVISORY LLC
EASTON, Pennsylvania
·
2 registered advisors
·
CRD# 305492
SEC# 801-117991
3
610-258-3269
01
Firm Overview
AUM
$572M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at IAM ADVISORY LLC
2 registered advisors
Holly Parsons Jinks
EASTON, Pennsylvania
CRD# 5102189
Joseph Clark Parsons
EASTON, Pennsylvania
CRD# 869879
05
Office Locations
EASTON, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. IAM ADVISORY LLC (CRD# 305492) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.